At M Barrington, we’ll work with our clients to determine and then help achieve their long-term personal financial goals. Our focus is to structure your estate assets in a manner that minimizes tax liabilities while maximizing its value to future generations. To help achieve this goal, we’ll work with your attorney and accountant to develop a strategy that strives to meet your objectives with proper legal documentation. We’ll also coordinate this goal with your insurance contracts to provide a sound workable plan. Periodically, we will review your estate plan to make sure we are still moving towards accomplishing your long-term objectives.
Our intent is to assure our clients that all prudent steps have been taken to minimize their tax liabilities while keeping pace with their goals and objectives. To accomplish this, we will create the most effective means to monitor their estate plan.